*A Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient:
Obtains access to the information in a personal capacity;
Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so;
Uses the information solely in relation to the management of their personal funds and not as a trader to the public or for the investment of corporate funds;
Does not distribute, republish or otherwise provide any information or derived works to any third party in any manner or use or process information or derived works for any commercial purposes.
AJ Bell is the parent holding company of the Group. The Group provides online investment platforms and operates in both the advised and D2C segments of the platform market through its
flagship platform propositions: AJ Bell Investcentre and AJ Bell Youinvest.
Registrars:
Key Personnel
CEO:
Andrew James Bell
Deputy CEO:
Michael Thomas Summersgill
Non-Executive Chairman:
Dame Helena Morrissey
Senior Independent Non-Executive Director:
Evelyn Bourke
Independent Non-Executive Director:
Eamonn Michael Flanagan, Simon Turner, Margaret Hassall
Chief Operating Officer:
Roger Stott
Contact Details
Address:
4 Exchange Quay, Salford Quays, Manchester, United Kingodm